Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding SEI NUVEEN LIFECYCLE IDX 2020 J MUTUAL FUND SHARES 0 in their Schedule of Assets, totaling $3.4M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | NOVA FINANCIAL & INVESTMENT CORPORATION NOVA FINANCIAL & INVESTMENT CORP. EMPLOYEES 401K PROFIT SHARING PLAN | TUCSON AZ | 335 | $38.9M | $3.0M |
| 2 | FOUNDATION FOR EARLY CHILDHOOD EDUCATION INC. FOUNDATION FOR EARLY CHILDHOOD EDUCATION INC. EMPLOYEE 401K PLAN | PASADENA CA | 148 | $9.6M | $345K |
| 3 | MD LOGISTICS LLC |
PLAINFIELD IN |
| 292 |
| $9.0M |
| $3K |
